- Community Engagement: Volunteering for community initiatives to give back and make a positive impact
- Adventure Travel: Exploring famous landmarks, historical sites, and cultural attractions, sharing travel tips with fellow enthusiasts
- Physical & Mental Well-Being: Practicing yoga and engaging in activities like camping to promote overall health and relaxation
- Creative Hobbies: Passionate about DIY projects and home improvement, with a keen interest in fashion and style
- Leisure Activities: Avid reader, movie/TV enthusiast, and dedicated to personal development and self-improvement
Autumn Grosfield
Arvada,CO
Summary
Client Relationship Coordinator
With a strong track record at PBS Wealth Management, I have helped improve client retention by building solid relationships through great communication and personalized service. Skilled in using CRM software to make onboarding smoother, improve efficiency, and meet industry standards. Known for providing excellent customer service and building long-lasting client relationships that contribute to the company’s success.
I specialize in relationship management, naturally connecting with clients to ensure they are satisfied. Experienced in working with different teams to meet and exceed goals, even in fast-paced environments. Recognized for being adaptable, working well with others, and resolving issues effectively.
Overview
3
3
years of professional experience
Work History
Client Relationship Coordinator
PBS Wealth Management
01.2022 - Current
Key Responsibilities: Key Achievements:
- Served as the main contact for clients, helping them connect with the right financial advisor.
- Supported financial advisors by setting up meetings and making sure all client communication was clear and on time.
- Managed the client onboarding process, ensuring all paperwork and compliance steps were completed correctly.
- Kept client records updated in CRM systems, ensuring data was accurate and secure.
- Built strong relationships with clients by understanding their needs and matching them with the right advisor.
- Helped prepare materials for client meetings.
- Worked with internal teams to make sure client requests were handled smoothly.
- Contributed to client satisfaction, helping with client retention and growth.
- Delivered excellent customer service, resolving issues quickly and professionally.
- Coordinated communication to make sure clients received timely responses and were satisfied.
- Helped improve the onboarding process, making it faster and more efficient.
- Contributed to increasing client retention through proactive relationship building.
Education
High School Diploma -
Stevens High School
Rapid City SD05-2002
Skills
- Client Relationship Management: Building strong relationships showing empathy, listening, and providing excellent customer service
- Communication & Coordination: Clear verbal and written communication, representing the brand, by working well with different teams, and adapting to new situations
- Problem Solving & Decision Making: Creative thinking, making decisions, and solving problems effectively
- Organization & Time Management: Prioritizing tasks, staying organized, managing schedules, and multitasking
- Attention to Detail: Being precise, handling data entry, proofreading, and focusing on accuracy
- Goal Setting & Self-Motivation: Setting and achieving goals, being reliable, and maintaining a professional attitude
- Event Planning & Outreach: Planning events, coordinating community outreach, fundraising, and leading initiatives
- Continuous Improvement: Collecting feedback, improving processes, gathering information, and developing new ideas
Interests
Personal Interests
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Customer Relations - Earned highest marks for customer satisfaction.
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
Software
Outlook
Red Tail
Salesforce
Eaglesoft
Work Preference
Work Type
Full TimePart TimeWork Location
On-SiteImportant To Me
Work-life balanceCompany CultureHealthcare benefitsPaid time offPersonal development programsTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit SharingCareer advancementFlexible work hoursQuote
"Alone we can do so little, together we can do so much."
Helen Keller
Websites
Timeline
Client Relationship Coordinator
PBS Wealth Management
01.2022 - Current
High School Diploma -
Stevens High School
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